How big is Banks & Beals, PC's plan?

Banks & Beals, PC's plan reported $1.3M in assets and 4 participants for 2025.

Original filing (PDF)20260220104011NAL0011854163001

Banks & Beals, PC

Name: Banks & Beals, PC — Banks & Beals, PC, Profit, Form 5500 (2025)
Creator: Banks & Beals, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Banks & Beals, PC, Profit Sharing Plan

Defined-contribution retirement plan · Banks & Beals, PC's Banks & Beals, PC, Profit Sharing Plan held $1.3M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

KRIS Beals signed Banks & Beals, PC's 2025 Form 5500 as plan administrator.

KRIS Beals — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Banks & Beals, PC's EIN is 37-1067776.

EIN 37-1067776

Plan number 001

Plan year 2025

ACK ID 20260220104011NAL0011854163001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Banks & Beals, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Banks & Beals, PC's plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANKS & BEALS, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score